See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,941 | $52,467+25.7% | $57,179+15.3% | $55,167+19.5% |
| Participation rate | 83.9% | 75.8%+8.1pp | 75.3%+8.6pp | 69.0%+14.9pp |
| Annual return | 8.18% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $602 | $2,477-75.7% | $2,682-77.6% | $1,963-69.3% |
| Participant deferral / active EE | $5,748 | $2,830+103.1% | $3,096+85.6% | $3,054+88.2% |
| Admin fee / account holder | $3 | $269-98.9% | $3,139-99.9% | $504-99.4% |